PANW in the 13F filings
Palo Alto Networks Inc · CUSIP 697435105
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 8 Feb 2024
- Managers listing it
- 25
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 20 listed it in both
- Shares listed
- 23,127,528
- combined, among listed positions
- Reported value
- $6.8bn
- combined, at the quarter end
Among the 93 comparable managers: 11 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing PANW in Q4 2023
25 of 25 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 5,416,600 shares now+605,111
- Invesco Ltdexisting position · 3,134,243 shares now+403,891
- T. Rowe Price Associates Incexisting position · 1,084,850 shares now+284,308
- Renaissance Technologies LLCexisting position · 405,700 shares now+240,600
- Capital World Investorsexisting position · 557,969 shares now+172,662
Reductions
- Jane Street Group LLCexisting position · 497,378 shares now-1,603,445
- Wellington Management Group LLPexisting position · 723,289 shares now-832,176
- Marshall Wace LLPexisting position · 359,981 shares now-534,750
- Neuberger Berman Group LLCexisting position · 670,869 shares now-529,281
- Balyasny Asset Management LLCexisting position · 98,585 shares now-407,698
New positions and exits
New (3)
Exited (3)
- Two Sigma Advisers LPwas $281m
- Voloridge Investment Management LLCwas $130m
- Davidson Kempner Capital Management LPwas $12m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 7 | $402m | n.a. | n.a. |
| Q3 2013 | 4 | $417m | n.a. | n.a. |
| Q4 2013 | 4 | $863m | n.a. | n.a. |
| Q1 2014 | 9 | $1.1bn | n.a. | n.a. |
| Q2 2014 | 14 | $1.1bn | n.a. | n.a. |
| Q3 2014 | 16 | $1.1bn | n.a. | n.a. |
| Q4 2014 | 10 | $1.7bn | n.a. | n.a. |
| Q1 2015 | 18 | $2.3bn | n.a. | n.a. |
| Q2 2015 | 18 | $2.4bn | n.a. | n.a. |
| Q3 2015 | 18 | $2.2bn | n.a. | n.a. |
| Q4 2015 | 18 | $2.4bn | n.a. | n.a. |
| Q1 2016 | 18 | $2.3bn | n.a. | n.a. |
| Q2 2016 | 11 | $1.1bn | n.a. | n.a. |
| Q3 2016 | 12 | $1.7bn | n.a. | n.a. |
| Q4 2016 | 11 | $1.1bn | n.a. | n.a. |
| Q1 2017 | 13 | $799m | n.a. | n.a. |
| Q2 2017 | 14 | $1.2bn | n.a. | n.a. |
| Q3 2017 | 14 | $1.3bn | n.a. | n.a. |
| Q4 2017 | 16 | $1.4bn | n.a. | n.a. |
| Q1 2018 | 15 | $1.8bn | n.a. | n.a. |
| Q2 2018 | 17 | $2.1bn | n.a. | n.a. |
| Q3 2018 | 22 | $2.6bn | n.a. | n.a. |
| Q4 2018 | 20 | $1.7bn | n.a. | n.a. |
| Q1 2019 | 25 | $2.6bn | n.a. | n.a. |
| Q2 2019 | 16 | $1.8bn | n.a. | n.a. |
| Q3 2019 | 15 | $2.0bn | n.a. | n.a. |
| Q4 2019 | 17 | $2.9bn | n.a. | n.a. |
| Q1 2020 | 12 | $1.6bn | n.a. | n.a. |
| Q2 2020 | 22 | $2.6bn | n.a. | n.a. |
| Q3 2020 | 15 | $2.0bn | n.a. | n.a. |
| Q4 2020 | 23 | $4.0bn | n.a. | n.a. |
| Q1 2021 | 21 | $3.6bn | n.a. | n.a. |
| Q2 2021 | 20 | $3.9bn | n.a. | n.a. |
| Q3 2021 | 26 | $4.6bn | n.a. | n.a. |
| Q4 2021 | 21 | $5.4bn | n.a. | n.a. |
| Q1 2022 | 29 | $6.3bn | n.a. | n.a. |
| Q2 2022 | 32 | $5.0bn | n.a. | n.a. |
| Q3 2022 | 29 | $4.8bn | n.a. | n.a. |
| Q4 2022 | 21 | $3.4bn | n.a. | n.a. |
| Q1 2023 | 29 | $5.7bn | n.a. | n.a. |
| Q2 2023 | 32 | $6.9bn | n.a. | n.a. |
| Q3 2023 | 29 | $7.1bn | n.a. | n.a. |
| Q4 2023 | 25 | $6.8bn | 11 | 16 |
| Q1 2024 | 23 | $4.9bn | 8 | 15 |
| Q2 2024 | 17 | $5.1bn | 12 | 9 |
| Q3 2024 | 20 | $4.9bn | 14 | 8 |
| Q4 2024 (split) | 23 | $5.3bn | 4 | 1 |
| Q1 2025 | 24 | $5.6bn | 17 | 9 |
| Q2 2025 | 25 | $6.9bn | 17 | 8 |
| Q3 2025 | 30 | $7.1bn | 17 | 13 |
| Q4 2025 | 22 | $9.0bn | 19 | 24 |
| Q1 2026 | 21 | $7.6bn | 17 | 23 |
| Q2 2026 | 27 | $21.7bn | 20 | 19 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own PANW, latest filings →Back to the 13F Explorer →